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State Street SPDR Portfolio Intermediate Term Treasury ETF

236 hedge funds and large institutions have $3.31B invested in State Street SPDR Portfolio Intermediate Term Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 79 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 19

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

20% more funds holding

Funds holding: 197236 (+39)

1% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 80

9% less capital invested

Capital invested by funds: $3.63B → $3.31B (-$318M)

10.32% less ownership

Funds ownership: 92.57%82.25% (-10%)

Holders
236
Holders Change
+39
Holders Change %
+19.8%
% of All Funds
3.98%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.35%
New
58
Increased
79
Reduced
80
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
176
Kelly Financial Services
Massachusetts
$171K +$171K +5,796 New
BAM
177
Belpointe Asset Management
Nevada
$170K -$181K -6,146 -52%
HWMA
178
Heritage Wealth Management (Arizona)
Arizona
$165K +$12.4K +419 +8%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$142K +$142K +4,802 +20,008%
CAAS
180
Capital Asset Advisory Services
Michigan
$129K +$130K +4,388 New
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$123K +$102K +3,446 +481%
BWM
182
Baystate Wealth Management
Massachusetts
$118K +$28.3K +960 +31%
CFD
183
Creative Financial Designs
Indiana
$117K -$8.36K -283 -7%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$117K +$117K +3,964 New
Citigroup
185
Citigroup
New York
$101K -$96K -3,250 -49%
GEA
186
Glen Eagle Advisors
New Jersey
$91.4K -$8.8K -298 -9%
HGWM
187
Harvest Group Wealth Management
Massachusetts
$86K +$84.6K +2,866 New
CFGS
188
Concourse Financial Group Securities
Alabama
$81K +$38.3K +1,298 +89%
1832 Asset Management
189
1832 Asset Management
Ontario, Canada
$74K
BEI
190
Benjamin Edwards Inc
Missouri
$70K +$70K +2,372 New
TFGT
191
TS Financial Group (TSFG)
Illinois
$65K -$27.8K -943 -30%
Simplex Trading
192
Simplex Trading
Illinois
$51K +$49.6K +1,680 +2,400%
COCM
193
Charter Oak Capital Management
New Hampshire
$46K
SPIA
194
Steward Partners Investment Advisory
New York
$43K +$3.04K +103 +8%
HFA
195
HC Financial Advisors
California
$38K
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$33.6K -$613K -20,774 -2%
AW
197
ACG Wealth
Georgia
$33K +$33.2K +1,125 New
SIS
198
Sound Income Strategies
Florida
$30K
APA
199
American Portfolios Advisors
New York
$24.2K
S
200
SignatureFD
Georgia
$21K +$21K +710 New

SPTI Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) for Q2 2022, worth a combined $3.31B — down 8.8% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPTI positions and 19 closed out — a net gain of 39 holders — while 79 added to existing stakes and 80 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $81.3M. The largest seller was Jane Street, cutting an estimated $280M.

  • 236 institutional investors held State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $3.31B of State Street SPDR Portfolio Intermediate Term Treasury ETF stock for Q2 2022, down 8.8% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio Intermediate Term Treasury ETF positions in Q2 2022 and 19 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $81.3M added.
  • The largest State Street SPDR Portfolio Intermediate Term Treasury ETF seller in Q2 2022 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2022.